We are live on ! Find out more
IBTD

iShares iBonds Dec 2023 Term Treasury ETF
IBTD

Delisted

IBTD was delisted on the 15th of December, 2023.

Back to rankings

212 hedge funds and large institutions have $1.93B invested in iShares iBonds Dec 2023 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

7% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 87

1% less funds holding

Funds holding: 215 → 212 (-3)

9% less capital invested

Capital invested by funds: $2.12B → $1.93B (-$186M)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

Holders
212
Holders Change
-3
Holders Change %
-1.4%
% of All Funds
3.36%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.25%
New
20
Increased
81
Reduced
87
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GBWM
Granite Bay Wealth Management
New Hampshire
+$76.9M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$27.6M
3
HBT
Hills Bank & Trust
Iowa
+$20.8M
4
Goldman Sachs
Goldman Sachs
New York
+$15.2M
5
NA
NewEdge Advisors
Louisiana
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
AP
Arlington Partners
Alabama
-$235M
2
Wells Fargo
Wells Fargo
California
-$31.2M
3
BTI
Blue Trust Inc
Georgia
-$21.6M
4
CCP
Cassia Capital Partners
North Carolina
-$16.7M
5
EH
Equitable Holdings
New York
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$3.03M +$100K +4,050 +3%
WANY
77
Wealthspire Advisors (New York)
New York
$2.86M -$112K -4,538 -4%
RIA
78
Regal Investment Advisors
Michigan
$2.76M -$526K -21,231 -16%
LNC
79
Lincoln National Corp
Pennsylvania
$2.76M -$41K -1,657 -1%
EP
80
Essential Planning
New Hampshire
$2.69M +$2.68M +108,326 New
BFO
81
Boston Family Office
Massachusetts
$2.54M -$145K -5,866 -5%
SPC
82
Sigma Planning Corp
Michigan
$2.37M -$617K -24,896 -21%
RSWM
83
Robertson Stephens Wealth Management
California
$2.33M -$180K -7,249 -7%
LIG
84
Lokken Investment Group
Delaware
$2.28M +$25.5K +1,029 +1%
ACM
85
Advance Capital Management
Michigan
$2.2M -$129K -5,221 -6%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$2.13M +$2.13M +85,932 New
MML Investors Services
87
MML Investors Services
Massachusetts
$2.13M +$77.2K +3,119 +4%
LF
88
Lantz Financial
Illinois
$2.09M +$242K +9,786 +13%
EIA
89
Eldridge Investment Advisors
New Hampshire
$2.02M -$2.22M -89,629 -52%
Citadel Advisors
90
Citadel Advisors
Florida
$1.98M +$596K +24,051 +43%
SF
91
Safeguard Financial
Wisconsin
$1.98M -$162K -6,556 -8%
SS
92
Simplicity Solutions
Minnesota
$1.97M +$57.5K +2,320 +3%
CAN
93
Cetera Advisor Networks
California
$1.78M -$2.52M -101,754 -59%
GC
94
Guidance Capital
Kentucky
$1.73M +$44.2K +1,783 +3%
KFAA
95
Klaas Financial Asset Advisors
Illinois
$1.67M +$262K +10,564 +19%
US Bancorp
96
US Bancorp
Minnesota
$1.63M +$1.47M +59,415 +980%
BAM
97
Belpointe Asset Management
Nevada
$1.61M +$53.2K +2,150 +3%
ABC
98
Associated Banc-Corp
Wisconsin
$1.42M +$109K +4,392 +8%
CFG
99
Cooper Financial Group
California
$1.41M +$728K +29,399 +107%
APP
100
Avantax Planning Partners
Iowa
$1.35M -$80.4K -3,246 -6%
2 3
4
5 6

IBTD Hedge Fund Activity: Q3 2023 in Review

212 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Treasury ETF (IBTD) for Q3 2023, worth a combined $1.93B — down 8.8% from $2.12B a quarter earlier.

Fund positioning in IBTD was balanced in Q3 2023: 20 funds opened new positions, 20 closed out, 81 added to existing stakes and 87 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $76.9M. The largest seller was Arlington Partners, cutting an estimated $235M.

  • 212 institutional investors held iShares iBonds Dec 2023 Term Treasury ETF (IBTD) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $1.93B of iShares iBonds Dec 2023 Term Treasury ETF stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2023 Term Treasury ETF positions in Q3 2023 and 20 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $76.9M added.
  • The largest iShares iBonds Dec 2023 Term Treasury ETF seller in Q3 2023 was Arlington Partners, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2023.